Air Partner Share Discussion Threads

[trident5] 15/9/2020 18:07

It's good news isn't it.
They last communicated to shareholders in spades just ahead of asking us for money.

[sharw] 15/9/2020 17:40

Welcome to this board full of equally frustrated people. At the 15th July AGM the statement made reference to "our half year results, which we expect to release in September" but there has been no further communication. This doesn't even say September:

[rvsy2] 15/9/2020 16:22

I am a new investor in AP and haven't been able to find out when we are next due an earnings report. I would appreciate any advice on this .

[qs99] 15/9/2020 06:49

another day by in September, possibly another opportunity to buy some AIR before the next update....DYOR

[qs99] 14/9/2020 14:08

Well they said they would update in September.....shares have drifted....I have bought a few today on the chance that the next update will still be upbeat....let's see....DYOR

[dozey3] 14/9/2020 13:13

Have come to the conclusion that there are so many aircraft unemployed that it is very much a buyer’s market. That suggests wafer thin margins, unlike the sudden peak in demand early in the pandemic. All in all no reason imo to expect AIR to cease being a serial disappointer.

[haywards26] 14/9/2020 12:46

This could be interesting for AP's cargo division...

Global vaccine flights, 8,000 747's needed. Transportation plans being put in place already prior to successful vaccine.

hxxps://www.bbc.co.uk/news/business-54067499

[trident5] 04/9/2020 13:50

Multiples of 250p - soaring in cloud cuckoo land

[haywards26] 04/9/2020 13:42

Excluding the temporary and exceptional initial COVID incomes, AP will not on an ongoing basis make anywhere near the annual profits to support a 250p share price anytime soon...

I would be happy with a re-instatement of the divi, an exceptional (one off) annual profit and hopefully 100p share price in the next few months.

[bonnierr1] 04/9/2020 12:44

Underlying profitability you should explain on a line by line and comparable basis.

[haywards26] 04/9/2020 12:42

ha ha I don't see 250p here anytime soon, underlying profitability does not support such a market cap...

CEO going would be a positive...but do I see it happening...hmmmm he has survived so far through accounting scandals, has a poor acquisition record and is responsible for a strategy that has seen AP fall way behind air charter competitors in terms of profitability...

I would be happy for £1 and then maybe I sell, take my profit and invest into a more credible management team.

[bonnierr1] 04/9/2020 12:33

Simple situation now either this stock will be 250p+ before YE or the CEO definitvely gets replaced: the business case gets explained properly (finally) and you get multiples of 250p.

[pireric] 29/8/2020 22:42

FYI these rolling UK lockdowns incremental positives for near term demand. Hard to say how material in the grand scheme of things without more data

"With Switzerland, the Czech Republic and Jamaica most recently added to the UK’s quarantine-list, we are working 24/7 to swiftly accommodate those who wish to return to the UK. Keep following our social media for updates on how we work to make repatriation as smooth as possible."

Eric

[studentinvestor13] 25/8/2020 21:03

Surprised this has dipped all the way back to 80. Looks a good risk reward

[haywards26] 23/8/2020 10:09

Thanks Markie7.

[markie7] 23/8/2020 09:56

No, they have said they are reverting to a more normal pattern of communication

[haywards26] 23/8/2020 09:39

We must be overdue the AP monthly trading update!?

[bwm2] 23/8/2020 09:31

pvb
Thanks for sharing, that articulates what I thought.
A holiday to Portugal last month involved 4 flights for the house party and I was the only person who had traveled privately before. Not only will there be further bookings from these new customers but the plane has already been used by people to whom we recommended. There are also the benefits of the private terminal and personal customs check for Covid safety and speed and also enabling you to travel to destinations that are much quieter than they would normally be and from a smaller local airport
I think that many new customers will be doing the cost benefit analysis

[pvb] 22/8/2020 14:55

Of interest?

[bwm2] 15/8/2020 07:36

So why is Air Partner down 8% today when public transport will be further curtailed and perceived as more risky. People will still want to go to their villas

[markie7] 15/8/2020 07:22

It is measured over the next 3 yrs with a 2 yr hold, so it hasn't produced a result yet. You could read the RNS maybe to save people time explaining them?

[trident5] 12/8/2020 20:49

There's an underlying eps metric too though, isn't there?

And how has the TSR metric produced a result?

[markie7] 12/8/2020 19:29

Not with a TSR metric. No

[trident5] 11/8/2020 21:39

And don't those restructuring costs fall below the line for calculating the LTIP share options issued at nil cost?